Over 35 years experience in the financial services industry

In 1981, the company established itself as a SSAS provider and in 2001 opened its first SIPP.  We now, in addition, offer ISAs, QNUPS, QROPS and Life Assurance. Hartley provide white label SIPP’s for a number of  leading investment and trading platforms.

We pride ourselves on establishing and maintaining long-lasting relationships with our business partners and clients by providing them with professional, friendly and personalised administration. Our products are designed to be flexible, straight-forward and relevant to our clients’ needs.

Upon joining the Wilton Group in 2015, we expanded the range of products and services available to our clients and are thus delighted to be in a position to provide innovative and flexible wealth management solutions.

Meet our team

  • Tony Flanagan

    Director & Managing Partner

    Tony is Director and Managing Partner of Hartley Pensions. He is a qualified member of the Institute of Chartered Secretaries and Administrators and holds further qualifications in Business Administration and Business Marketing. He has over 25 years of experience in the profession. Tony’s expertise includes taxation, trustee services and corporate finance. He is well known for the quality of service he provides.

  • Denis McHugh BSc Hons C Dip Pens

    CEO Hartley Pensions

    Denis has spent over 20 years in financial services with blue chip companies, having worked for Aviva, Mercer and Davy Stockbrokers (Dublin). Denis is a member of the Pensions Management Institute and he holds various qualifications in pensions and stockbroking plus a degree in computing. Denis’ expertise includes pension product design and trustee services. Prior to becoming CEO he was Managing Director of Hartley SAS.

  • Andy Leighton LLB

    Technical Director

    Andy has worked in the pensions industry for over 40 years and has been a director of Hartley SAS Ltd since the organisation was established in 1981. Andy provides legal and technical consultancy, particularly direct to clients or their advisers in a way they can readily understand.

  • Michael Baber FPFS

    Chartered Financial Planner
    SIPP Technical Director

    Michael started as a Financial Adviser. After a number of years, he decided that his passion was within the technical side of financial services and in 2012 joined Hartley. He has an in-depth knowledge of HMRC and FCA regulations for all financial products. Michael is our Head of Training and encourages staff to gain a solid foundation of knowledge by studying for financial qualifications.

  • Martin Keenan DipPFS

    Business Development Manager

    Martin is the Business Development Manager at Hartley Pensions. He holds the Diploma in Financial Planning and has over 25 years of experience working with IFAs in all aspects of financial planning. His career to date includes key roles with leading organisations such as Old Mutual, Aegon and Zurich. Martin’s expertise includes pre and post retirement planning, SIPP business, together with on and offshore investment planning.

  • Angela Cox-Martin B.Des (Hons), LLB, Dip L.P

    Compliance Manager

    Prior to joining Hartley, Angela worked as Legal and Compliance Officer for a hedge fund administrator in Edinburgh and latterly, the Cayman Islands. Angela enjoys the level interaction she has with colleagues and clients when discussing investment and compliance matters. She enjoys the lively, busy and friendly atmosphere of Hartley, where she feels everyone gets involved in a wide range of projects as well as their own everyday work.

  • Richard Cropley Cert CII(FS)

    Technical Associate

    Richard has been working in the pension industry for over 10 years working in different areas of administration. Richard joined Hartley SAS in 2010 and in that time achieved the CII Level 3 Certificate in Regulated Financial Services Operations and studying towards the Diploma in Regulated Financial Planning.

  • Julian Bailey

    Administration Manager

    Julian has 35 years experience in the financial services industry and has qualifications in Administrative Management, various CIB Associateship examinations which include administration of estates, trust taxation and trust accounting and ISA Administration.

  • Amy Dyer Cert CII (FS) & (Life & Pensions)

    Project Manager

    Amy joined Hartley in December 2011 and has 20 years experience in financial services. Amy was the Administration Manager at Hartley until 2015, when she took the Prince2 practitioner exam and moved across to Project Management. Her favourite part of the job is seeing projects implemented to the administration teams and the positive effect it has on the staff and business.

  • Neil MacLean-Smith

    Group Finance Director

    Neil joined the Wilton Group in November 2017 to take charge of the finance function and to work with the board to ensure that the Group is supported for future growth and development. Neil joined following 20 years providing financial direction to firms in the professional services sector. Neil will work with the Hartley management team to ensure the business continues to grow and strengthen its presence in the market. Neil states “ it is an exciting time to join Hartley as the business has invested in staff and IT connectivity creating great potential for the business through growth and product development”.

Our Values

Hartley Pensions is dedicated to providing superior services to our business partners and clients. We remain committed to providing a professional efficient service while administering our clients’ pensions by providing individual, customised attention through out our lifelong partnership.

Treat each client as an individual

Maintain a high standard of customer service

Work as a team to provide services efficiently and in a professional manner

Creative and innovative use of technology to respond to ever changing needs of our clients and changes in legislation

Maintain a high level of excellence through frequent and varied employee training

Demonstrate compassion to clients and their beneficiaries

Communicate changes and improvements in Pension related areas to our business partners frequently in a clear understandable manner